Schwab NetworkPublished 2026-09-24
“Qualcomm (QCOM) CFO & COO on Snapdragon Chips, Agentic AI & Future Beyond AAPL”
$QCOMBullish
Qualcomm's diversification into data centers and automotive offsets Apple revenue decline; non-phone revenue exceeds 50% in FY2027.
Qualcomm is launching its annual Snapdragon conference as the company expands further into AI-powered personal computers, the automotive sector, and data centers. Qualcomm's theme for this year revolves around the concept of "agent AI" that moves from mere applications to understanding user intentions.
What they said to watch for